McKinley Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-620
| Closed | -$25K | – | 567 |
|
|
2016
Q2 | $25K | Hold |
620
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $24K | Sell |
620
-3,229
| -84% | -$125K | ﹤0.01% | 323 |
|
|
2015
Q4 | $173K | Sell |
3,849
-3,829
| -50% | -$172K | 0.01% | 314 |
|
|
2015
Q3 | $363K | Sell |
7,678
-444
| -5% | -$21K | 0.02% | 270 |
|
|
2015
Q2 | $417K | Sell |
8,122
-86
| -1% | -$4.42K | 0.02% | 271 |
|
|
2015
Q1 | $422K | Sell |
8,208
-297
| -3% | -$15.3K | 0.02% | 264 |
|
|
2014
Q4 | $442K | Sell |
8,505
-172
| -2% | -$8.94K | 0.02% | 261 |
|
|
2014
Q3 | $455K | Sell |
8,677
-81
| -0.9% | -$4.25K | 0.02% | 256 |
|
|
2014
Q2 | $442K | Sell |
8,758
-642
| -7% | -$32.4K | 0.02% | 246 |
|
|
2014
Q1 | $432K | Sell |
9,400
-90
| -0.9% | -$4.14K | 0.02% | 299 |
|
|
2013
Q4 | $468K | Buy |
+9,490
| New | +$468K | 0.02% | 312 |
|